Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
4.30%
6 Months
7.76%
9.50%
1 Year
8.69%
10.30%
3 Years
14.17%
13.40%
5 Years
—
13.85%
Since Inception
18.23%
12.90%
Fund Age
3 yrs 4 mo
19 yrs 8 mo
AUM
₹10.3 Cr
₹295.65 Cr
Alpha – 1 Year
3.97%
5.60%
Alpha – 3 Years
2.09%
1.30%
Information Ratio – 3 Years
1.14
0.46
Volatility – 1 Year
18.17%
20.18%
Volatility – 3 Years
15.44%
17.30%
Beta – 1 Year
1.03
1.09
Beta – 3 Years
0.99
1.05
Sharpe Ratio – 1 Year
0.32
0.32
Sharpe Ratio – 3 Years
0.69
0.49
Worst Rolling Year
13.56%
-20.52%
Value at Worst Rolling Year
₹1.14 Cr
₹0.79 Cr
Deepest Drawdown
−19.52%
−12.92%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
15.40%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
—
L 21% · M 15% · S 62%
Number of Stocks
15
—
Portfolio P/E
—
—
Top 5 Holdings
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –